Earlier this year, one of Wall Street’s favorite bearish narratives was the “SaaSpocalypse.” The logic was simple: if AI agents can write code, build apps and automate workflows, why would companies keep paying large recurring fees to Salesforce, ServiceNow and other software vendors? That fear hit the sector hard. The S&P 500 Software & Services Index fell more than 26% from late January to its April low. Now the story is starting to reverse. The software index has climbed to a new 2026 high, and earnings expectations are moving higher as well. LSEG data shows expected 2026 earnings growth for the software sector has risen from about 13.8% at the end of March to 20.6%. The key shift is that AI is starting to look less like an immediate replacement for SaaS — and more like a new mo

The viral Chinese animated film Niu Lai and Anthropic’s potential mega-IPO may appear completely unrelated, but both reveal the same market behavior: once people believe future attention, revenue and scale will keep expanding, prices can move far ahead of current quality or profits. Hype can create a valuation, but only cash flow can defend it. The Weekend’s Biggest Surprise Was a Movie Called Niu Lai Anyone who spent time on Chinese social media over the weekend probably saw clips or memes about Niu Lai (《牛来》). The animated film opened on August 5 with almost no promotion and only two core creators. After nine days in theaters, it had earned just RMB 7,169, while nationwide daily screenings had fallen to only 21. Then its rough 3D modeling, stiff animation and unusual dialogue started cir

$Palantir Technologies Inc.(PLTR)$  Palantir has just delivered one of the strongest earnings reports I have seen "from a major software company! Wow. The company did not merely beat expectations. It nearly doubled revenue, accelerated both sides of its business, generated enormous free cash flow and raised its full year outlook by  roughly half a billion dollars. Shares jumped approximately 12–14% after hours, but one major question remains: Has Palantir finally grown into its premium valuation, or is the market once again getting carried away? 📊 The headline numbers Palantir reported: - Revenue: $1.94 billion, up 93% year over year - Adjusted earnings: $0.41 per share -  U.S. commercial revenue: $764 million, up 149% - U.S. g

$Palantir Technologies Inc.(PLTR)$’s first-quarter results placed it among the fastest-growing large enterprise-software companies. The question is no longer whether demand for its artificial-intelligence platform is expanding, but whether growth can remain exceptional long enough to justify one of the market’s highest valuations. Palantir reported first-quarter revenue of approximately $1.63 billion, up 85% year over year. US revenue increased 104% to $1.28 billion, while US commercial revenue surged 133% to $595 million. Adjusted free cash flow reached $925 million, representing a 57% margin. Palantir’s first-quarter business update provides the figures. Management raised expected 2026 revenue growth to approximately 71% and projected US commerc

Customer complaints decreased by 30%, new hires were able to work independently within three weeks, and the probation pass rate improved by approximately 15%. These results were achieved by a rural commercial bank with more than 400 branches after adopting products and services from YXT.com Group Holding Limited ( $YXT.COM GROUP HOLDING LIMITED(YXT)$ ). The improvements were driven by the bank’s AI-enabled talent development system. Through AI role-play, AI coaching, intelligent assessment and knowledge operations capabilities, YXT helps banks capture, train and replicate business knowledge, frontline experience and service capabilities. YXT currently serves a number of commercial bank customers, including Tianjin Binhai Rural Commercial Bank and W